See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,128 | $94,529-22.6% | $140,016-47.8% | $64,186+13.9% |
| Participation rate | 89.7% | 84.1%+5.6pp | 87.5%+2.2pp | 69.6%+20.1pp |
| Annual return | 3.92% | 7.77%-3.9pp | 651.12%-647.2pp | 7.63%-3.7pp |
| Employer contribution / active EE | $3,950 | $3,812+3.6% | $5,606-29.5% | $2,381+65.9% |
| Participant deferral / active EE | $7,179 | $5,250+36.7% | $6,927+3.6% | $3,470+106.9% |
| Admin fee / account holder | $433 | $6,741-93.6% | $10,705-96.0% | $4,888-91.1% |